+752.7%
VOO vs BAH
+886.2%
-133.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +0.1% | -3.2% | +3.4% | +0.9% |
| 30D | +0.1% | +2.0% | -1.9% | -0.5% |
| 3M | +2.0% | -7.6% | +9.6% | +3.4% |
| 6M | +13.0% | -5.7% | +18.7% | +13.4% |
| YTD | +13.6% | -11.7% | +25.3% | +14.8% |
| 1Y | +20.1% | -27.4% | +47.4% | +26.9% |
| 3Y | +77.6% | -32.5% | +110.1% | +84.1% |
| 5Y | +82.4% | -3.3% | +85.8% | +67.6% |
| 10Y | +316.8% | +186.0% | +130.8% | +189.3% |
| All | +752.7% | +886.2% | -133.5% | +318.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BAH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling